UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in CARR — CARRIER GLOBAL Corp
CIK 1463217
IRVING, TX
Position in CARR
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$2,901,139
+$854,947 QoQ
Shares Held
39,552
+8.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#432
of 1,621 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CARR Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $16,551,590 across 11 Building Products & Equipment names. CARR ranks #3 (17.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JCI |
Johnson Controls International plc
|
30,999 | $4,529,263 | |
| 2 | TT |
Trane Technologies plc
|
8,805 | $4,324,663 | |
| 3 | CARR |
CARRIER GLOBAL Corp
This page
|
39,552 | $2,901,139 | |
| 4 | MAS |
Masco Corp /De/
|
17,612 | $1,433,088 | |
| 5 | BLDR |
Builders FirstSource, Inc.
|
8,235 | $736,867 | |
| 6 | WMS |
Advanced Drainage Systems, Inc.
|
4,510 | $707,889 | |
| 7 | OC |
Owens Corning
|
2,807 | $446,200 | |
| 8 | CSL |
Carlisle Companies Inc
|
1,128 | $409,182 |
All Filings in CARR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,901,139 | 39,552 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $2,046,192 | 36,338 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,701,659 | 32,204 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $2,032,128 | 34,039 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,636,669 | 36,025 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $2,323,102 | 36,642 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $2,420,636 | 35,462 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $2,932,492 | 36,433 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $2,274,790 | 36,062 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,039,200 | 35,080 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,951,002 | 33,960 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,997,688 | 36,190 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $2,370,819 | 47,693 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $2,546,445 | 55,660 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $3,024,161 | 73,313 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $2,700,710 | 75,948 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,518,808 | 70,634 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $2,915,864 | 63,568 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $3,204,770 | 59,085 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $3,003,684 | 58,031 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $2,635,772 | 54,234 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $2,387,456 | 56,548 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $2,315,253 | 61,380 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $1,465,828 | 47,997 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,215,122 | 54,686 | Shares | Defined | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||